


Advantage Financial Group
Financial Services • Cedar Rapids, Iowa, United States • 11-20 Employees
Company overview
| Headquarters | 230 Second St. SE Suite 200, Cedar Rapids, IA 52401, US |
| Phone number | +13193667300 |
| Website | |
| NAICS | 52 |
| SIC | 6211, 621 |
| Keywords | Wealth Management, Financial Planning, Independent Financial Advisory Services |
| Founded | 2001 |
| Employees | 11-20 |
| Socials |
Key Contacts at Advantage Financial Group
Joseph R. Russo
Ceo
John Bierowka
Owner
Sally Bernard
Owner
Bryson Mitchell
Owner
John Bierowka
Ceo
Thomas Hurt
Owner
Advantage Financial Group Email Formats
Advantage Financial Group uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 42.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name}@company.com | john.doe@company.com | 42.1% |
{first name}@company.com | john@company.com | 25.3% |
{first name initial}{last name}@company.com | {first name initial}doe@company.com | 14.8% |
{first name}{last name}@company.com | johndoe@company.com | 10.2% |
{last name}@company.com | doe@company.com | 7.6% |
About Advantage Financial Group
Since 2001, Advantage Financial Group (AFG) has been giving Advisors an opportunity to earn equity in the company without a capital investment. Our Advisors earn competitive industry payouts and build wealth for their future through an ownership stake, while also enjoying the satisfaction of growing within a community of like-minded Advisors. Our Mission: To build a community of successful Advisors by providing them equity participation in a unique partnership structure and superior personal concierge services. More than just a producers group, our Advisors retain 100% ownership in their business while gaining the benefit of shared equity in AFG Holdings. Along with Advantage Investment Management (AIM), a Registered Investment Advisor with over $500 Million in assets under management, AFG has offices in 12 States and offers a model designed to grant access to multiple profit centers that augment your business and stream of income. AFG has the scale to offer concierge-level back office support and the depth to provide experienced professionals to enhance your business. It’s an opportunity to grow your business with our sales, marketing and compliance expertise while leaning on best practices from a community of top-producing Advisors. It truly is a virtuous cycle between our Partners and our firm. Securities offered through LPL Financial, Member SIPC www.sipc.com. Investment advice offered through Advantage Investment Management, a registered investment advisor. Advantage Financial Group and Advantage Investment Management are separate entities from LPL Fnancial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.officialAFG.com.
Advantage Financial Group revenue & valuation
| Annual revenue | $16,700,000 |
| Revenue per employee | $982,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $53,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Advantage Financial Group has 6 employees across 4 departments.
Departments
Number of employees
Funding Data
Advantage Financial Group has never raised funding before.
Frequently asked questions
4.8
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